HORIZON WEALTH MANAGEMENT, LLC Top 13F Holdings

Horizon Wealth Management is a large advisory firm with 2344 clients and discretionary assets under management (AUM) of $936,000,000 (Form ADV from 2024-06-12). Their last reported …

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$936000000
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HORIZON WEALTH MANAGEMENT, LLC Top 13F Holdings

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Horizon Wealth Management is a large advisory firm with 2344 clients and discretionary assets under management (AUM) of $936,000,000 (Form ADV from 2024-06-12). Their last reported …

whalewisdom.com

$381
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Horizon Wealth Management, LLC Options Holdings

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Horizon Wealth Management, LLC Q1 2024's portfolio and holdings, valued at $381 Million and invested in 88 stocks.

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$501
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Horizon Wealth Management, LLC - 13F

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Horizon Wealth Management, LLC reported 86 holdings with total value $501 M as of Q3 2024. Top holdings included SPLG, RSP, DGRW, DYNF, and PFF. Horizon Wealth Management, …

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$501
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$501Million Horizon Wealth Management, LLC Q3 2024 13F Holdings …

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Horizon Wealth Management, LLC reported 86 stock holdings with total value $501M as of Q3 2024. Top holdings included SPLG, RSP, DGRW, DYNF, and PFF. Open main menu. PortfolioSavvy ... Horizon Wealth Management, LLC Q3 2024 13F Holdings Report, Stock Holdings Signature - Title Ryan Williamson - Chief Compliance Officer

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$419797
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All Stocks Held By Horizon Wealth Management LLC

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Horizon Wealth Management LLC Info: Size ($ in 1000's) At 06/30/2024: $419,797 At 03/31/2024: $383,413. Horizon Wealth Management LLC AUM history. Horizon Wealth Management LLC …

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$783
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Horizon Wealth Management LLC | AUM 13F

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Horizon Wealth Management LLC CRD # 170255: SEC # 801-79492: CIK # 0001815123: AUM: $783.0 MM (2023-03-21) Employees

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$383
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$383 Million Horizon Wealth Management, LLC Q1 2024 13F …

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Horizon Wealth Management, LLC reported 87 holdings with total value $383 M as of Q1 2024. Top holdings included SPLG, QQQ, DIA, SGOV, QQQM, SPYV ... Q1 2024 13F Holdings …

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71%
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Horizon Wealth Management 13F Filings And Top Holdings And …

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Top 5 stock holdings are SPLG, QQQ, DYNF, PFF, QQQM, and represent 55.71% of Horizon Wealth Management's stock portfolio. Added to shares of these 10 stocks: DYNF (+$33M ...

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2%
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Horizon Wealth Management LLC Purchases 190 Shares Of

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1 day ago · Horizon Wealth Management LLC boosted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 1.2% during the 3rd quarter, according to the company in its most recent …

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FAQs about HORIZON WEALTH MANAGEMENT, LLC Top 13F Holdings Coupon?

Who is Horizon wealth management?

Oops! Horizon Wealth Management is an RIA firm with the institutional-grade investment approach to help you successfully manage and grow your wealth. Learn ...

Is Horizon wealth management a fiduciary?

Stay up to date on the latest firm news. At Horizon Wealth Management, we give you the confidence of working with an independent registered investment advisory firm, commonly called a fiduciary. As such, we’re held to the industry’s highest levels of fiduciary duty to our clients. ...

Who is Valley wealth managers?

Valley Wealth Managers was founded in 1986 and is a wholly-owned subsidiary of Valley National Bank. The latter is publicly traded on the Nasdaq Global Select Market. Joseph Colleran serves as the President of the firm. Today, the firm manages more than $2.2 billion in assets under management across 48 advisors. ...

Who owns circle wealth management?

Managing partner Maria L. Kattan-Chrin founded Circle Wealth Management in 2006, though the firm didn't register with the SEC until 2007. Kattan-Chrin is also the principal owner of the firm and she has decades of experience within the private wealth management and financial services industries. ...